For example, if you have a task and event type for Follow up Call, add it as a category for your activities as well. This will make working in your account and reporting on things later much easier and more intuitive.

Tasks/Events in list views

From the list views, you can:

View your next task due and the due date for a task by person, deal or company

Add a new activity

View your latest activity and the date of your most recent activity.

Working in the list views, you can view your people or deals that have an upcoming task and prioritize what to complete next. You can also mark tasks as complete or postpone tasks for the future by clicking on the task.

Additionally, you can add the latest activities column to your view in the list-view so that you can see when you’ve last taken action with a deal or person.

Features to help you get the most of your tasks and events and activities

There are several features to help you plan what you need to accomplish with your tasks and events.

The Home tab contains an agenda showing you everything you need to get done.

The Calendarprovides a monthly snapshot of you and your team’s tasks and events.

The Agenda is a list view of all of your tasks and events that you can then sort and filter